CF
EQAL icon

Centaurus Financial’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Centaurus Financial’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,847
Closed -$233K – 794
2023
Q3 		$233K Sell
5,847
-200
-3% -$8.39K 0.02% 523
2023
Q2 		$253K Sell
6,047
-823
-12% -$33.3K 0.02% 503
2023
Q1 		$282K Buy
6,870
+1,860
+37% +$77.8K 0.02% 559
2022
Q4 		$201K Hold
5,010
– – 0.02% 606
2022
Q3 		$185K Buy
+5,010
New +$207K 0.02% 640
2018
Q3 		– Sell
-203
Closed -$6K – 966
2018
Q2 		$6K Buy
+203
New +$6.36K ﹤0.01% 1720

Other funds holding EQAL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return